Estate Planning Virtual Coffee & Conversation
Grab a cup of joe and join us. Please share with any of your friends or family that you think would benefit learning more about estate planning in a fun […]
2020 Second Saturday® Dates
This divorce seminar is a nationwide not-for-profit program supporting individuals who are separated or in the early stages of divorce. The seminar will include relevant subject matters in the discipline […]
Raising Your Financial IQ
Register in advance for this webinar: shorturl.at/ptDP2 After registering, you will receive a confirmation email containing information about joining the webinar.
2020 Done with Divorce Dates
Done with Divorce Webinars From The Comfort Of Your Living Room Done with Divorce™ seminar supports anyone nearing or at the end of the property settlement and/or divorce settlement. This program […]
Impact of Coronavirus Aid, Relief and Economic Security Act (CARES Act) on Retirement Plans
The CARES Act, signed into law on March 27, 2020, is a stimulus bill. The CARES Act provides three substantial changes to retirement plans that may impact our clients. We […]
COVID 19 Market Update
By historical standards, the stock market volatility of the past three weeks has been unprecedented. Not only in its pace but also its daily magnitude. We experienced the second largest […]
Advice on Coronavirus and Your Investments
The novel coronavirus outbreaks have led to concern about global stocks dropping. While investors are doing their best to assess the potential impact on the global economy, it is difficult. […]
Inheritance Planner Northern Virginia
Receiving a sizeable inheritance can be a life-changing opportunity. However, it can also be a stressful and overwhelming process. For this reason, we recommend having a team of professionals, including […]
Financial Planners for Small Businesses Northern Virginia
Many people question whether small business owners need financial planners. The answer is yes, they do! Most small business owners do not have plans in place for their financial security. […]
Sudden Wealth Planning in Washington DC and Northern Virginia
Coming into a sudden inheritance or windfall requires special wealth planning. Did you know that a significant percent of people who receive large inheritances have little to show for it […]
